Saxon Interests’s iShares S&P 500 Growth ETF IVW Stock Holding History

Saxon Interests’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$372K	Sell	3,289 -24	-0.7%	-$2.89K	0.13%	169
2025 Q4	$408K	Sell	3,313 -47	-1%	-$5.75K	0.14%	139
2025 Q3	$386K	Sell	3,360 -43	-1%	-$4.95K	0.15%	130
2025 Q2	$316K	Hold	3,403	–	–	0.15%	137
2025 Q1	$316K	Sell	3,403 -6	-0.2%	-$605	0.15%	137
2024 Q4	$346K	Sell	3,409 -3	-0.1%	-$299	0.15%	127
2024 Q3	$327K	Sell	3,412 -53	-2%	-$4.89K	0.15%	130
2024 Q2	$321K	Sell	3,465 -10	-0.3%	-$862	0.15%	128
2024 Q1	$293K	Sell	3,475 -3	-0.1%	-$241	0.14%	136
2023 Q4	$261K	Buy	+3,478	New	+$248K	0.13%	151
2023 Q3	–	Sell	-3,489	Closed	-$246K	–	122
2023 Q2	$246K	Hold	3,489	–	–	0.13%	144
2023 Q1	$223K	Sell	3,489 -4	-0.1%	-$245	0.13%	156
2022 Q4	$204K	Sell	3,493 -2	-0.1%	-$120	0.12%	155
2022 Q3	$213K	Sell	3,495 -414	-11%	-$26.9K	0.13%	140
2022 Q2	$236K	Hold	3,909	–	–	0.14%	129
2022 Q1	$299K	Buy	+3,909	New	+$294K	0.16%	110

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Saxon Interests's IVW Position: Q1 2026 in Review

Saxon Interests reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.72% in Q1 2026, selling an estimated $2.89K and leaving 3,289 shares worth $372K. The position accounts for 0.13% of the portfolio, ranked #169.

Saxon Interests first reported a position in IVW in Q1 2022 and has held it in 16 quarters since. The position peaked at $408K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Saxon Interests held 3,289 shares of iShares S&P 500 Growth ETF worth $372K as of Q1 2026.
Saxon Interests sold 24 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $2.89K.
iShares S&P 500 Growth ETF made up 0.13% of Saxon Interests's portfolio in Q1 2026, its #169 holding.
Saxon Interests first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and has held it in 16 quarters since.
Saxon Interests's iShares S&P 500 Growth ETF position peaked at $408K in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Saxon Interests's 13F filing for Q1 2026, filed 29 Apr 2026.